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News : Junxure Announces Launch of Integrated e-Learning Guide for Junxure Cloud
Raleigh, NC, USA, Aug 3, 2015 -- Junxure, a CRM solutions and practice management company for financial advisors, announced the launch of eXpert, an integrated e-learning tool for users of Junxure Cloud CRM.
With dozens of interactive guides available at launch, users engage eXpert's easy search tool within Junxure Cloud to access relevant How-To content and a hands-on virtual guide that walks through processes using the firm's data. With each step, the user completes a task in real time within their CRM platform. New topics will be added with each Junxure Cloud release.
Posted by Veronica Silva Cusi, news correspondent
Today's Tip of the Day - Implementation Is Not Magic!
More Editorial From Junxure
Junxure was established in 2001 by Ken Golding and Greg Friedman, MS, CFP®, a financial advisor who developed the initial Junxure software to help him streamline operations at his growing firm. Today, Junxure is an industry leader of advisor technology and practice management solutions with more than 11,000 active users and a client retention rate of 96%. Greg Friedman serves as both President of Junxure as well as President of Private Ocean, one of the West Coast''s most innovative wealth management firms.
Published: Wednesday, August 5, 2015